CLEAN YIELD ASSET MANAGEMENT

Overview

Clean Yield Asset Management is a corporate registered investment adviser that has been SEC-registered since 1986 and operates with an individual ownership structure. The firm serves both high-net-worth individuals and institutional clients, offering portfolio management for individuals, small businesses and institutions, alongside educational seminars and workshops. Fee arrangements include percentage-of-AUM and fixed fees, with other fee structures used as appropriate. Investment activity centers on equity-oriented portfolios, with a clear preference for exchange-traded securities. Public equity exposure appears to be the primary driver of portfolio construction, while the firm supplements core equity allocations with third-party alternative managers for specific sources of return and diversification. The advisory profile indicates a traditional wealth-management approach that blends liquid public markets with targeted allocations to private and commodity exposures.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices